Phillips 66
PSX- 交易所
- NYSE
- 產業
- Petroleum Refining
- SEC CIK
- 0001534701
近 90 天,Phillips 66 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 2,109 家機構在 13F 申報持有,市值合計 $535.4 億;艾略特投資管理、Oakmark(Harris Associates)等 3 位大師持有。
2025 年第 3 季 13F 持有人
Phillips 66 在 2025/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,838
- 較 2025 年第 2 季 +99 家
- 持有股數
- 3.06 億
- 較 2025 年第 2 季 −410.2 萬 (−1.3%)
- 總市值
- $416.2 億
- 較 2025 年第 2 季 +$47.9 億 (+13.0%)
- 新進機構
- 209
- 另有 631 家加碼
- 清倉機構
- 110
- 另有 641 家減碼
另有 26 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 PSX 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $569.8 億 |
| 2025 年第 4 季 | 1,904 | $399.1 億 |
| 2025 年第 3 季 | 1,838 | $416.2 億 |
| 2025 年第 2 季 | 1,765 | $374.0 億 |
| 2025 年第 1 季 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $273.8 億 |
| 2022 年第 2 季 | 1,445 | $283.3 億 |
| 2022 年第 1 季 | 1,451 | $291.4 億 |
| 2021 年第 4 季 | 1,358 | $222.1 億 |
| 2021 年第 3 季 | 1,239 | $212.3 億 |
| 2021 年第 2 季 | 1,327 | $263.0 億 |
| 2021 年第 1 季 | 1,272 | $250.1 億 |
2025 年第 3 季持有機構
每家機構持有 Phillips 66 的股數、市值與佔組合比重;股數變化跟 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 14,874 | $202.3 萬 | 0.05% | −285−1.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 14,890 | $202.5 萬 | 0.01% | −1,253−7.8% | 減碼 |
| River Wealth Advisors LLC | 14,970 | $203.6 萬 | 0.24% | −883−5.6% | 減碼 |
| Wilkins Investment Counsel Inc | 15,118 | $205.6 萬 | 0.29% | −600−3.8% | 減碼 |
| Independent Solutions Wealth Management, LLC | 15,160 | $206.2 萬 | 0.37% | −639−4.0% | 減碼 |
| Great Lakes Retirement, Inc. | 15,366 | $209.0 萬 | 0.23% | +2,101+15.8% | 加碼 |
| Mattern Wealth Management LLC | 15,398 | $209.4 萬 | 0.42% | −383−2.4% | 減碼 |
| Vise Technologies, Inc. | 15,569 | $211.8 萬 | 0.08% | −1,962−11.2% | 減碼 |
| Caldwell Trust Co | 15,607 | $212.3 萬 | 0.20% | +1,023+7.0% | 加碼 |
| TBH Global Asset Management, LLC | 15,607 | $212.3 萬 | 0.41% | −26−0.2% | 減碼 |
| Empirical Finance, LLC | 15,651 | $212.9 萬 | 0.10% | +125+0.8% | 加碼 |
| Omers Administration Corp | 15,652 | $212.9 萬 | 0.02% | 00.0% | 不變 |
| Mesirow Financial Investment Management, Inc. | 15,658 | $213.0 萬 | 0.04% | +73+0.5% | 加碼 |
| PFG Investments, LLC | 15,745 | $214.2 萬 | 0.11% | −203−1.3% | 減碼 |
| William B. Walkup & Associates, Inc. | 15,761 | $214.4 萬 | 1.15% | +99+0.6% | 加碼 |
| Ethic Inc. | 15,859 | $215.7 萬 | 0.04% | +2,512+18.8% | 加碼 |
| Koshinski Asset Management, Inc. | 15,958 | $217.1 萬 | 0.15% | +1,177+8.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 15,998 | $217.6 萬 | 0.00% | −176,255−91.7% | 減碼 |
| Keystone Wealth Services, LLC | 16,008 | $217.7 萬 | 0.48% | −110−0.7% | 減碼 |
| Private Management Group Inc | 16,109 | $219.1 萬 | 0.07% | 00.0% | 不變 |
| Birch Financial Group, LLC | 16,134 | $219.5 萬 | 1.29% | +16,134 | 新進 |
| Neville Rodie & Shaw Inc | 16,203 | $220.4 萬 | 0.16% | 00.0% | 不變 |
| Canada Post Corp Registered Pension Plan | 14,885 | $220.9 萬 | 0.10% | −226−1.5% | 減碼 |
| Profund Advisors LLC | 16,401 | $223.1 萬 | 0.07% | +93+0.6% | 加碼 |
| Nomura Holdings Inc | 16,439 | $223.6 萬 | 0.01% | +4,993+43.6% | 加碼 |
| HBK Sorce Advisory LLC | 17,289 | $224.0 萬 | 0.06% | −81−0.5% | 減碼 |
| Bank Ozk | 16,484 | $224.2 萬 | 0.79% | +1,696+11.5% | 加碼 |
| Herold Advisors, Inc. | 16,503 | $224.5 萬 | 0.52% | +1,031+6.7% | 加碼 |
| La Banque Postale Asset Management SA | 16,690 | $227.0 萬 | 0.03% | −281−1.7% | 減碼 |
| Northside Capital Management, LLC | 16,725 | $227.5 萬 | 0.21% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 16,783 | $228.3 萬 | 0.01% | +11,286+205.3% | 加碼 |
| Auxier Asset Management | 16,878 | $229.6 萬 | 0.32% | −125−0.7% | 減碼 |
| Tiaa Trust, National Association | 16,904 | $229.9 萬 | 0.01% | −510−2.9% | 減碼 |
| Cobblestone Capital Advisors LLC | 16,926 | $230.2 萬 | 0.11% | +75+0.4% | 加碼 |
| Synovus Financial Corp | 16,925 | $230.3 萬 | 0.03% | −909−5.1% | 減碼 |
| Stock Yards Bank & Trust Co | 16,945 | $230.5 萬 | 0.07% | −1,935−10.2% | 減碼 |
| Wisconsin Capital Management LLC | 16,980 | $231.0 萬 | 1.18% | −50−0.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 17,014 | $231.4 萬 | 0.03% | −661−3.7% | 減碼 |
| First National Advisers, LLC | 17,028 | $231.6 萬 | 0.31% | +5,621+49.3% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,120 | $232.9 萬 | 0.18% | 00.0% | 不變 |
| Savant Capital, LLC | 17,130 | $233.0 萬 | 0.01% | −486−2.8% | 減碼 |
| Vident Advisory, LLC | 17,158 | $233.4 萬 | 0.02% | +1,094+6.8% | 加碼 |
| Clifford Swan Investment Counsel LLC | 17,252 | $234.7 萬 | 0.08% | −20.0% | 減碼 |
| DRW Securities, LLC | 17,294 | $235.1 萬 | 0.12% | −50.0% | 減碼 |
| Mutual Advisors, LLC | 17,321 | $235.2 萬 | 0.05% | +63+0.4% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 17,311 | $235.5 萬 | 0.02% | +692+4.2% | 加碼 |
| First National Bank of Omaha | 17,330 | $235.7 萬 | 0.15% | +4,944+39.9% | 加碼 |
| International Assets Investment Management, LLC | 19,194 | $236.4 萬 | 0.19% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 17,437 | $237.2 萬 | 0.06% | −19,465−52.7% | 減碼 |
| XML Financial, LLC | 17,441 | $237.2 萬 | 0.19% | −100−0.6% | 減碼 |
| Regions Financial Corp | 17,469 | $237.6 萬 | 0.02% | −1,972−10.1% | 減碼 |
| Munich Reinsurance Co Stock Corp in Munich | 17,601 | $239.4 萬 | 0.06% | +17,601 | 新進 |
| Atria Investments LLC | 17,624 | $239.7 萬 | 0.03% | −3,532−16.7% | 減碼 |
| Quantbot Technologies LP | 17,699 | $240.7 萬 | 0.07% | +1,779+11.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 17,729 | $241.1 萬 | 0.06% | −324−1.8% | 減碼 |
| CAPROCK Group, Inc. | 17,895 | $241.2 萬 | 0.06% | +17,895 | 新進 |
| Walleye Capital LLC | 17,826 | $242.5 萬 | 0.02% | +12,631+243.1% | 加碼 |
| Intech Investment Management LLC | 17,961 | $244.3 萬 | 0.02% | −2,902−13.9% | 減碼 |
| Huntleigh Advisors, Inc. | 17,991 | $244.7 萬 | 0.42% | +667+3.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 18,059 | $245.6 萬 | 0.15% | −1,988−9.9% | 減碼 |
| Cherokee Insurance Co | 18,150 | $246.9 萬 | 1.06% | 00.0% | 不變 |
| City Holding Co | 18,243 | $248.1 萬 | 0.31% | −699−3.7% | 減碼 |
| Prime Capital Investment Advisors, LLC | 18,352 | $249.6 萬 | 0.03% | −1,054−5.4% | 減碼 |
| Allworth Financial LP | 18,414 | $250.5 萬 | 0.01% | +1,855+11.2% | 加碼 |
| New Mexico Educational Retirement Board | 18,428 | $250.7 萬 | 0.08% | −900−4.7% | 減碼 |
| Summit Financial, LLC | 18,443 | $250.9 萬 | 0.04% | −132−0.7% | 減碼 |
| PFW Advisors LLC | 18,488 | $251.5 萬 | 0.74% | −69−0.4% | 減碼 |
| Patten & Patten Inc | 18,498 | $251.6 萬 | 0.15% | −56−0.3% | 減碼 |
| Cullen/Frost Bankers, Inc. | 18,549 | $252.3 萬 | 0.03% | −7,463−28.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 18,727 | $254.7 萬 | 0.07% | −239−1.3% | 減碼 |
| Stratos Wealth Partners, LTD. | 18,855 | $256.5 萬 | 0.03% | +1,048+5.9% | 加碼 |
| Sonora Investment Management Group, LLC | 18,861 | $256.5 萬 | 0.18% | −424−2.2% | 減碼 |
| Argonautica Private Wealth Management, Inc | 18,978 | $258.1 萬 | 0.75% | −241−1.3% | 減碼 |
| Cresset Asset Management, LLC | 19,171 | $260.8 萬 | 0.01% | +867+4.7% | 加碼 |
| Banque Cantonale Vaudoise | 19,420 | $264.2 萬 | 0.10% | −431−2.2% | 減碼 |
| Securian Asset Management, Inc | 19,516 | $265.5 萬 | 0.07% | −1,785−8.4% | 減碼 |
| Becker Capital Management Inc | 19,555 | $266.0 萬 | 0.08% | −203−1.0% | 減碼 |
| SWS Partners | 19,604 | $266.7 萬 | 0.65% | +1,006+5.4% | 加碼 |
| Brookstone Capital Management | 19,688 | $267.8 萬 | 0.03% | −442−2.2% | 減碼 |
| Farther Finance Advisors, LLC | 19,747 | $268.6 萬 | 0.04% | +5,201+35.8% | 加碼 |
| New Age Alpha Advisors, LLC | 19,976 | $271.7 萬 | 0.11% | −1,718−7.9% | 減碼 |
| Maryland State Retirement & Pension System | 20,151 | $274.1 萬 | 0.06% | +337+1.7% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 20,252 | $275.5 萬 | 1.16% | −125−0.6% | 減碼 |
| Intrust Bank NA | 20,390 | $277.3 萬 | 0.23% | +548+2.8% | 加碼 |
| First Nebraska Trust Co | 20,418 | $277.7 萬 | 0.25% | −75−0.4% | 減碼 |
| Hilltop Holdings Inc. | 20,458 | $278.3 萬 | 0.15% | −6,220−23.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 20,530 | $279.2 萬 | 0.09% | −382−1.8% | 減碼 |
| Somerset Trust Co | 20,639 | $280.7 萬 | 0.87% | +154+0.8% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 20,661 | $281.0 萬 | 1.38% | +348+1.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 20,730 | $282.0 萬 | 0.04% | +84+0.4% | 加碼 |
| KMG Fiduciary Partners, LLC | 20,758 | $282.4 萬 | 0.19% | +389+1.9% | 加碼 |
| Midwest Trust Co | 20,794 | $282.8 萬 | 0.04% | −97−0.5% | 減碼 |
| Argyle Capital Management Inc. | 20,867 | $283.8 萬 | 0.98% | 00.0% | 不變 |
| DCM Advisors, LLC | 20,935 | $284.8 萬 | 1.20% | −919−4.2% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 20,939 | $284.8 萬 | 0.05% | −553−2.6% | 減碼 |
| Summit Trail Advisors, LLC | 20,980 | $285.4 萬 | 0.04% | +1,615+8.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 21,081 | $286.7 萬 | 0.02% | −3,441−14.0% | 減碼 |
| Louisiana State Employees Retirement System | 21,200 | $288.4 萬 | 0.05% | −300−1.4% | 減碼 |
| Geneos Wealth Management Inc. | 21,258 | $289.2 萬 | 0.07% | −796−3.6% | 減碼 |
| Fifth Third Bancorp | 21,290 | $289.6 萬 | 0.01% | −533−2.4% | 減碼 |